Position in CMI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,381,487
+$450,713 QoQ
Shares Held
1,937
+12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#962
of 2,102 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CMI Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $13,946,958 across 15 Specialty Industrial Machinery names. CMI ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
3,830 | $4,499,713 | |
| 2 | ETN |
Eaton Corp plc
|
4,212 | $1,794,817 | |
| 3 | CMI |
Cummins Inc
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|
1,937 | $1,381,487 | |
| 4 | OTIS |
Otis Worldwide Corp
|
17,966 | $1,286,365 | |
| 5 | PH |
Parker-Hannifin Corp
|
957 | $936,060 | |
| 6 | AME |
Ametek Inc/
|
2,822 | $682,754 | |
| 7 | ROK |
Rockwell Automation, Inc
|
1,332 | $659,446 | |
| 8 | XYL |
Xylem Inc.
|
4,193 | $495,654 |
All Filings in CMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,381,487 | 1,937 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $930,774 | 1,730 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $666,647 | 1,306 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $601,877 | 1,425 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $289,837 | 885 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||